2026-03-04T15:57:28-06:00 2025-09-30 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2024-10-01 276318504 CARRIER-ILA CONTAINER ROYALTY FUND NO 5 CARR 7324043101 125 CHUBB AVENUE LYNDHURST NJ 07071 ANTHONY J DALONGES AUTHORIZED AGENT 7324043101 2026-03-04 1 1 MARK BATLINER P01455172 2126951300 2026-03-04 2024 2025-03-06 01:10:19Z ANTHONY J DALONGES 125 CHUBB AVENUE LYNDHURST NJ 07071 159347671 0 X N/A X 2009 NJ THE FUND PROVIDES FINANCIAL ASSISTANCE TO JOINT MANAGEMENT ILA EMPLOYEE BENEFIT PLANS (OTHER THAN PENSION) IN LOCAL PORTS OR DISTRICTS. 10 10 0 0 0 0 0 0 119944245 148655532 5388326 10016566 41379 75735 125373950 158747833 0 0 0 0 0 0 0 0 0 89854640 134781886 89854640 134781886 35519310 23965947 300341018 378421458 63460795 110222434 236880223 268199024 THE FUND PROVIDES FINANCIAL ASSISTANCE TO JOINT MANAGEMENT ILA EMPLOYEE BENEFIT PLANS (OTHER THAN PENSION) IN LOCAL PORTS OR DISTRICTS. 0 0 BENEFITS ASSISTANCE - ASSISTANCE FOR LOCAL PORT ASSOCIATIONS. TO PROVIDE FINANCIAL ASSISTANCE TO JOINT MANAGEMENT ILA EMPLOYEE BENEFIT PLANS (OTHER THAN PENSION) IN LOCAL PORTS OR DISTRICTS. 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X ANTHONY J DALONGES 7324043101 125 CHUBB AVENUE SUITE 350NB LYNDHURST NJ 07071 X DAVID F ADAM - PAST CO-CHAIR 1.00 X X 0 0 0 STEPHEN KNOTT CO-CHAIR 1.00 X X 0 0 0 ALAN ROBB TRUSTEE 1.00 X 0 0 0 ANISSA FRUCCI TRUSTEE 1.00 X 0 0 0 BENNY HOLLAND TRUSTEE 1.00 X 0 0 0 DENNIS DAGGETT TRUSTEE 1.00 X 0 0 0 JAMES R GRAY TRUSTEE 1.00 X 0 0 0 JASON WINTER TRUSTEE 1.00 X 0 0 0 KURT MITTENZWEI TRUSTEE 1.00 X 0 0 0 WILBERT ROWELL TRUSTEE 1.00 X 0 0 0 PAUL DE MARIA CO-CHAIR 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 ASSESSMENTS 456199 148655532 148655532 148655532 10616404 10616404 599838 -599838 -599838 -599838 PENALTY FEES 459900 75735 75735 75735 158747833 148131429 0 10616404 236250 16935 16710 452829 10080 1521 21976 BENEFITS ASSISTANCE - P 134025585 134781886 128709 696937 10568356 12644347 1665491 1607527 8645 7861 287969817 363464786 300341018 378421458 44502 91924 63416293 110130510 63460795 110222434 X 236880223 268199024 236880223 268199024 300341018 378421458 23965947 7352854 0 X 0 1 X 0 0 0 CFS/CRF 5 ESCROW ACCOUNTS RECEIVABLE 363464786 363464786 PORT BENEFITS ASSISTANCE PAYABLE 110130510 110130510 X 166100687 7352854 7352854 158747833 0 158747833 134781886 0 134781886 0 134781886 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE CRF5 AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE CRF5 HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). AS OF SEPTEMBER 30, 2025 AND 2024, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CRF5'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2022, 2023 AND 2024 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS ADMINSTERED BY TEN TRUSTEES, FIVE ARE APPOINTED BY THE INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AND FIVE ARE APPOINTED BY THE UNITED STATES MARITIME ALLIANCE, LTD. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE FORM 990, IT IS REVIEWED BY THE FUND'S ATTORNEYS FOR ACCURACY. IT IS THEN FORWARDED TO THE PRESIDENT/TRUSTEES FOR THEIR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE PLAN OFFICE FOR REVIEW UPON REQUEST. CARRIER ILA CONTAINER FREIGHT STATION TRUST FUND 125 CHUBB AVENUE STE 350NB LYNDHURST NJ 07071 133528474 CONTAINER FREIGHT STATIONS SUBSIDIES AND MEMBERSHIP TRAINING NJ 501(C)(5) N/A 0 CARRIER ILA CONTAINER ROYALTY FUND 125 CHUBB AVENUE STE 350NB LYNDHURST NJ 07071 133610522 SUPPLEMENT FUNDING FOR THE PROVISION OF HEALTH CARE BENEFITS NJ 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0